Garrett Atchley is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services, KeyBank, and Men's Wearhouse, where he was a sales consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a broad range of portfolios, including fund advisory and model portfolios, and serves as an adviser to multiple registered investment companies.

Brittany Ponzo is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, she was the sole proprietor of Moonrise Therapeutic Massage, providing massage services for events. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse range of funds and portfolios.

Dario Kara is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in the hospitality industry and worked at the University of Colorado and Alexander Dawson School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Brendan Odonoghue is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and Charles Schwab Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Geremy Paige is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Atrium Staffing LLC, Cyber Strategy Consultants, Outlier Ai, and the Computing Research Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from a broad investable universe.

Max Cutler is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop reliable and long-term strategies aimed at achieving their financial goals. He has been in this role since 2024. Prior to his current position, Max worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he served as an Investor Service Specialist at Janus Henderson from 2018 to 2021. Max holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Max enjoys gardening and hiking.

Kenneth Lowenberg is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Businessolver and Sky Ridge Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Maya Anand is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Citi and a brief tenure in the restaurant industry. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and funds.

Michael Rutledge is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments and prior experience related to the University of Colorado Boulder’s Leeds School of Business and Recreation Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves both institutional investors and registered investment companies.

Sana Rather is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Robert Sawdey is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TIAA, Empower Financial Services, Scottrade, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffery Rudd is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at J.Crew and several other firms across various industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment products, including multi-manager and fund-of-funds structures, and utilizes systematic methodologies supported by oversight controls.

Brandon Estes is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current role, Brandon partners with clients to design financial plans tailored to their individual goals, emphasizing a clear understanding of each client's unique situation to develop straightforward and actionable strategies. Brandon's professional experience centers on investment solutions and client relationship management within Fidelity Investments. Outside of his professional work, he engages in personal interests such as camping, family activities, fishing, golf, outdoor adventures, and traveling.

Charles Schokmiller is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at CHS Consulting and NuMotion. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains regulatory registrations and advisory roles that support its institutional client focus.

Joseph Quinonez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior experience includes roles at Aventa Credit Union, TCF Bank/Huntington Bank, and Leon Gessi. Quinonez has also been affiliated with the University of Colorado Colorado Springs since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Erik Cush is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fidelity. His work history includes roles at Fidelity Brokerage Services LLC, Transamerica Capital Inc, and Jackson National Life Distributor LLC. Fidelity's Strategic Advisers LLC, where he is employed, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies.

Brielle Orsmond is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Nilsine Partners LLC. Outside of her financial career, she was involved with the Sigma Kappa Sorority during her university years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves multiple registered investment companies and employs oversight controls to manage conflicts of interest.

Christopher Bell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it provides model portfolios and advisory support to intermediary platforms.

Christopher Bushyeager is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has held roles at Spencer Ogden and Bushyeager Development Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Kyle Simmons is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and its affiliated entities since 2015, following a two-year tenure at Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios comprised of mutual funds, ETFs, and ETPs.